Special Needs Planning Group

Where Special Needs Meets Holistic Financial Solutions

Financial planner in Santa Clara, CA (show on map)

Special Needs Planning Group is a fiduciary, fee-based financial planning team providing comprehensive and holistic financial planning for families with children with special needs.

Call (408) 637-0242

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About

Special Needs Planning Group (SNPG) is a fiduciary, fee-based financial planning team. The firm provides comprehensive and holistic Special Needs Financial Planning for families with children with special needs.

Co-founded by a financial advisor who has personal experience raising a child with special needs, SNPG understands the unique challenges families face. Services include Holistic Wealth Management, Retirement Planning, Investment Planning, Planning for Families with Special Needs, and Client Planning Tools. Securities offered through Cambridge Investment Research, Inc.

Co-founder has personal experience raising a child with special needs

Fiduciary, fee-based approach

Specialized in special needs financial planning

Multiple credentials including CFP, ChFC, ChSNC, AIF

Personalized approach taking time to understand each family's unique situation

Services

Holistic Wealth Management

Detailed financial planning considering current and future financial position, investment strategies, risk management, tax management, estate planning, and long-term 'what if' scenarios.

Financial Position Analysis Investment Strategies Risk Management Tax Management Estate Planning

Retirement Planning

Generating reliable income during retirement, managing risk to preserve wealth, and creating tax-efficient saving, investing, and distribution strategies.

Income Planning Risk Management Tax-Efficient Strategies

Investment Planning

Tax-efficient planning, portfolio diversification, and third-party investment management for personalized investment plans.

Tax-Efficient Planning Portfolio Diversification Third-Party Management

Planning for Families with Special Needs

Comprehensive special needs financial planning including special needs trusts, life care planning, letter of intent, and government benefits guidance.

Special Needs Trusts Life Care Planning Letter of Intent Government Benefits

Client Planning Tools

Personal wealth management website, letter of intent template, life care plan, and assistance with legal documents.

Wealth Management Website Life Care Plan Legal Document Assistance

Credentials & Certifications

CFP (Certified Financial Planner)

ChFC (Chartered Financial Consultant)

ChSNC (Chartered Special Needs Consultant)

AIF (Accredited Investment Fiduciary)

Frequently Asked Questions

What makes Special Needs Planning Group unique? +

SNPG was co-founded by a financial advisor who has personal experience raising a child with special needs, giving them deep understanding of the financial and emotional challenges families face.

What services does Special Needs Planning Group offer? +

SNPG offers Holistic Wealth Management, Retirement Planning, Investment Planning, Planning for Families with Special Needs, and Client Planning Tools.

Where is Special Needs Planning Group located? +

SNPG is located at 4633 Old Ironsides Drive, Suite 430, Santa Clara, CA 95054.

How can I contact Special Needs Planning Group? +

You can reach SNPG by phone at (408) 850-5105 or email.

What credentials do SNPG advisors hold? +

SNPG advisors hold CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant), ChSNC (Chartered Special Needs Consultant), and AIF (Accredited Investment Fiduciary) designations.